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Legacy Wealth Partners (California)’s W.P. Carey WPC Stock Holding History

Legacy Wealth Partners (California)’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,906
Closed -$249K – 103
2020
Q3 		$249K Sell
3,906
-1,361
-26% -$91.7K 0.18% 81
2020
Q2 		$349K Sell
5,267
-1,881
-26% -$117K 0.26% 71
2020
Q1 		$407K Hold
7,148
– – 0.38% 58
2019
Q4 		$590K Buy
+7,148
New +$599K 0.43% 54

Other funds holding WPC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Legacy Wealth Partners (California)'s WPC Position: Q4 2020 in Review

Legacy Wealth Partners (California) sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 3,906 shares — an estimated $249K sold.

Legacy Wealth Partners (California) first reported a position in WPC in Q4 2019 and held it in 4 quarters. The position peaked at $590K in Q4 2019. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

  • Legacy Wealth Partners (California) reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 3,906 W.P. Carey shares in Q4 2020, an estimated $249K.
  • Legacy Wealth Partners (California) first reported a position in W.P. Carey in Q4 2019 and held it in 4 quarters.
  • Legacy Wealth Partners (California)'s W.P. Carey position peaked at $590K in Q4 2019.
  • 637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q4 2020, filed 12 Feb 2021.